Insight Development Group and Maximum Impact Partners form a strategic alliance


By combining our specialty in the details of the sales process, with the expertise of Maximum Impact Partners in the distribution of financial services products, across all distribution channels, both nationally and internationally, our common clients will be the winners.

The Insight Development Group and Maximum Impact Partners, two leading financial services sales and marketing consulting firms, today announced that they have entered into a formal strategic alliance to collaborate on client projects and utilize training tools, philosophies and methodologies of each. developed. Mark Magnacca, President of Insight Development and author of the new book “So What? How to communicate what matters most to your audience ”said:“ This is a rare opportunity where two companies can join forces with such complementary skills and be philosophically aligned ”. The plans also include joint product development and marketing initiatives.

Mr. Magnacca’s counterpart at Maximum Impact Partners, Ami Tully Lotka, President, said: “We have been asked to collaborate with other companies in the past, but this is the first time that I think our commitment in moving a client’s business forward is really reflected by the other firm. We’re all about what’s best for our customers and we align with our partners to do just that. If the customer doesn’t win, neither do we. In the long run, we all win with this attitude. ”

The leaders of these companies bring in-depth knowledge of aligning sales teams within the financial services industry and creating the right value proposition. “If the sales team doesn’t have a compelling value proposition, they are doomed to miss out on their opportunity with the potential customers they seek. It’s about really understanding the needs of your potential customers, ”Magnacca suggested. “By combining our specialty in the details of the sales process, with the expertise of Maximum Impact Partners in the distribution of financial services products, across all distribution channels, both nationally and internationally, our common clients will be the winners. ”

“Our first collaboration will come on behalf of Pacific Life, as we share the development of the Pacific Life Wholesaler Academy curriculum. The Academy’s goal is to establish a level of understanding and knowledge higher than financial advisers will demand from their product suppliers, “said Ami Tully Lotka. The Wholesale Academy offers formal training in education and sales and was established this year by the Annuities & Mutual Funds division of Pacific Life.

For more information on Insight Development or Maximum Impact Partners, contact Annie Taber at Insight Development Group, Inc, (508) 259-9910 or annie (at) markmagnacca.com or John Lotka at Maximum Impact Partners, 480-634-7538 or jlotka (at) gotimpact.com

About Maximum Impact Partners, Inc.

Maximum Impact Partners, Inc. http://www.gotimpact.com, located in Scottsdale, AZ, has provided sales team development services combined with distribution and marketing consulting services since 1998. Clients include mutual fund companies, pension plan companies, investment management and consulting firms located in the United States and Asia.

About Insight Development Group, Inc.

Insight Development Group, Inc. http://www.markmagnacca.com, located in East Sandwich, MA, is a leading sales training, coaching and consulting company that, since 1996, has supported top sales teams and management to become even more efficient. Clients include mutual funds and insurance companies in the United States and Canada.

Contact:

John H. Lotka

Maximum Impact Partners, Inc.

480-634-7538

FAX 480-634-8169

jlotka (at) gotimpact.com

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